WTB

Washington Trust Bank Portfolio holdings

AUM $1.43B
1-Year Est. Return 19.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$439K
2
+$370K
3
+$343K
4
VTRS icon
Viatris
VTRS
+$265K
5
NEE icon
NextEra Energy
NEE
+$218K

Top Sells

1
+$635K
2
+$476K
3
+$444K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$429K
5
META icon
Meta Platforms (Facebook)
META
+$293K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$93K 0.02%
3,013
+133
277
$92K 0.02%
1,329
+902
278
$92K 0.02%
2,000
279
$91K 0.02%
800
280
$89K 0.02%
2,115
281
$89K 0.02%
2,650
-375
282
$88K 0.02%
10,155
283
$88K 0.02%
784
+44
284
$87K 0.02%
1,864
-1,598
285
$87K 0.02%
687
+116
286
$87K 0.02%
2,920
+300
287
$87K 0.02%
1,500
288
$86K 0.02%
1,169
289
$86K 0.02%
1,602
290
$85K 0.02%
2,540
291
$85K 0.02%
341
+63
292
$85K 0.02%
1,800
293
$84K 0.02%
1,723
+65
294
$84K 0.02%
1,881
295
$83K 0.02%
900
296
$83K 0.02%
1,746
297
$83K 0.02%
982
+682
298
$82K 0.02%
+1,062
299
$82K 0.02%
1,475
+1,020
300
$81K 0.02%
1,800
10 11
12
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